https://sakthipriyan.com/building-wealth/tags/portfolio-management/Recent content in Portfolio Management on Sakthi Priyan HHugoenWed, 26 Aug 2026 07:55:18 +0530https://sakthipriyan.com/building-wealth/tools/xfina/Wed, 26 Aug 2026 00:00:00 +0000https://sakthipriyan.com/building-wealth/tools/xfina/Open-source parsers that turn Indian bank, credit card, mutual fund and IBKR statements into structured data. Runs as a web app, a CLI, or a library in Rust, Python or JavaScript — and the files never leave your device.https://sakthipriyan.com/building-wealth/blogs/why-static-sip-allocation-is-inefficient-and-how-cashflow-rebalancing-fixes-it/Sat, 23 May 2026 00:00:00 +0000https://sakthipriyan.com/building-wealth/blogs/why-static-sip-allocation-is-inefficient-and-how-cashflow-rebalancing-fixes-it/Static SIPs blindly invest fixed amounts regardless of portfolio drift. Cashflow-Based Rebalancing uses new investments to continuously correct allocation drift — enabling tax-efficient perpetual rebalancing during the accumulation phase.https://sakthipriyan.com/building-wealth/tools/realvalue-portfolio/Thu, 02 Apr 2026 00:00:00 +0000https://sakthipriyan.com/building-wealth/tools/realvalue-portfolio/Analyze CAS PDFs and IBKR CSVs in one dashboard. Auto-extract holdings, compute transaction-based XIRR (INR/USD), review allocation views, and export cashflows for independent verification.https://sakthipriyan.com/building-wealth/videos/intelligent-family-sip-allocator-cashflow-rebalancing-with-tax-tcs-optimization/Thu, 19 Feb 2026 00:00:00 +0000https://sakthipriyan.com/building-wealth/videos/intelligent-family-sip-allocator-cashflow-rebalancing-with-tax-tcs-optimization/Discover how to intelligently allocate monthly SIPs across multiple family members, optimize for tax slabs, handle international assets with TCS, and rebalance portfolios using cashflow—all without selling existing holdings.https://sakthipriyan.com/building-wealth/tools/realvalue-family-sip-allocator/Sun, 15 Feb 2026 00:00:00 +0000https://sakthipriyan.com/building-wealth/tools/realvalue-family-sip-allocator/A smart cashflow rebalancing engine that minimizes allocation drift across investors, with built-in tax-slab optimization and automated international TCS handling.